See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,078 | $110,257+61.5% | $96,544+84.5% | $139,434+27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 52.46% | 26.32%+26.1pp | 25.84%+26.6pp | 372.94%-320.5pp |
| Employer contribution / active EE | $14,655 | $3,620+304.9% | $2,965+394.3% | $4,751+208.5% |
| Participant deferral / active EE | $27,000 | $5,548+386.7% | $4,851+456.6% | $6,710+302.4% |
| Admin fee / account holder | $36,478 | $11,591+214.7% | $8,252+342.0% | $11,403+219.9% |